Products & Services - Sales and Customer Relationships

You want to make selling equipment less complicated while avoiding duplicate data entry. You need real-time, accurate information on your contracts to make better decisions and optimize your customer relationship management. Equip-Soft’s sales functionality gives you what you need to fully manage the equipment lifecycle, allowing you to effectively work with your customers and prospects.

Features Include:

  • Equipment management - one equipment file for all types of equipment, all history is always stored with equipment
  • Store truck configurations
  • Identify major components, ideal for rental equipment where components are rented separately
  • Configurable specifications for different types of equipment
  • Quote and sell new and used equipment more efficiently, including trade-in management support
  • Sales costing worksheets help to easily see deal profitability and links sales with service and purchasing
  • Hour-meter wizard – update hour-meter from anywhere equipment is referenced
  • Multiple warranty support
  • Series, model file and model version file for simplified creation of equipment
  • Opportunity management and campaign management to help get the most from market opportunities